Financial Advisor

🗏Job Type

Full Time

PURPOSE OF THE JOB:

Financial Advisors provide specialist advice on Hollard products. The role involves selling of Hollard My Life and More products to mainly government employees and private clients.

CRITERIA

Matric
Finance or relevant tertiary qualification
Completed RE (Advantageous)
1- 2 years Financial Advisor experience
Self motivated and the ability to work without supervision
Ability to work under pressure
Strong interpersonal and communication skills
Great networking skill

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Analyzing information and preparing plans best suited to individual clients' requirements
Designing financial strategies
Assisting clients to make informed decisions
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling Hollard financial products to meet given or negotiated sales targets
Keeping up to date with financial products and legislation
Job Type: Full-time

Experience:

Financial Advisor: 1 year (Preferred)

Apply Here http://bit.ly/2SdUq01

Job id : , #75841, 3 views,

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